Oracle's Data Deficit

By

Rolfe Winkler

Updated Sept. 21, 2012 6:41 p.m. ET

Suddenly, it is even harder for investors to understand Oracle's numbers.

The string of deals by the software giant has long made it hard to estimate revenue growth unadulterated by acquisitions. But a table typically released along with quarterly earnings made it a little easier. That table, providing software revenue details split between applications and database/middleware, was conspicuously absent from Thursday's earnings...